Senior Portfolio Manager (Lafayette)

A Senior Portfolio Manager develops and implements investment strategies, evaluates market trends, analyzes financial risks, manages investment portfolios containing assets like stocks, bonds, and other securities, and communicates with stakeholders, ensuring compliance with regulations and aligning with client or company financial goals. This role typically requires a bachelor's degree in a finance-related field, significant experience in managing investments, strong analytical and leadership skills, and proficiency with financial software and platforms. Key Responsibilities Strategy Development: Formulate and execute investment strategies, including selecting and evaluating external investment managers, to achieve financial objectives. Market Analysis: Monitor domestic and international financial markets, interpret economic and monetary policies, and assess their impact on investments. Portfolio Management: Construct and manage diversified security portfolios, ensuring they meet risk and return goals. Risk Assessment: Evaluate and manage investment risks by using quantitative tools, scenario analysis, and internal risk metrics. Stakeholder Communication: Present investment concepts, policies, and performance results to clients, directors, and other key stakeholders. Regulatory Compliance: Adhere to financial regulations, such as those set by the SEC (Securities and Exchange Commission) and IRS (Internal Revenue Service), and manage any conflicts of interest. Required Skills and Qualifications Education: A bachelor's degree in finance, economics, business, or a related field. Experience: Years of experience in investment management, with specific experience in commercial lending, credit analysis, or managing large project portfolios depending on the industry. Analytical Skills: Ability to perform complex quantitative and qualitative research, analyze financial data, and conduct scenario analysis to identify potential outcomes. Leadership & Communication: Strong interpersonal and communication skills to build trust with clients and effectively lead and mentor staff. Technical Proficiency: Expertise with investment information sources such as Bloomberg and quantitative products, along with software like Microsoft Excel, Word, and PowerPoint. Professional Certifications: A Chartered Financial Analyst (CFA) certification may be required by some employers.